See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,147 | $103,966-30.6% | $112,887-36.1% | $75,163-4.0% |
| Participation rate | 69.2% | 75.7%-6.4pp | 80.5%-11.3pp | 67.2%+2.0pp |
| Annual return | 16.06% | 24.54%-8.5pp | 34.10%-18.0pp | 160.62%-144.6pp |
| Employer contribution / active EE | $4,522 | $3,870+16.8% | $4,563-0.9% | $2,670+69.4% |
| Participant deferral / active EE | $6,545 | $5,456+20.0% | $6,513+0.5% | $4,125+58.7% |
| Admin fee / account holder | $6 | $7,663-99.9% | $7,047-99.9% | $5,651-99.9% |